BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,765 Value ($000) $840 Avg Close $227.30 Range $214.17 - $237.72
Q3 2025
Shares 3,754 Value ($000) $894 Avg Close $247.24 Range $230.09 - $269.71
Q2 2025
Shares 3,748 Value ($000) $911 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 3,574 Value ($000) $867 Avg Close $231.86 Range $216.57 - $242.74
Q4 2024
Shares 3,564 Value ($000) $806 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 3,552 Value ($000) $764 Avg Close $204.45 Range $191.07 - $218.59
Q2 2024
Shares 3,540 Value ($000) $697 Avg Close $193.07 Range $183.16 - $201.88
Q1 2024
Shares 3,114 Value ($000) $638 Avg Close $195.53 Range $185.89 - $203.69